Pom Investment Strategies, LLC Top Holdings and 13F Report (2025) About Pom Investment Strategies, LLCInvestment ActivityPom Investment Strategies, LLC has $85.55 million in total holdings as of December 31, 2024.Pom Investment Strategies, LLC owns shares of 213 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 58.80% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Pom Investment Strategies, LLC has purchased 342 new stocks and bought additional shares in 12 stocks.Pom Investment Strategies, LLC sold shares of 57 stocks and completely divested from 172 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $14,768,791Simplify Managed Futures Strategy ETF $8,471,339First Trust Dow 30 Equal Weight ETF $7,124,661First Trust NASDAQ Rising Dividend Achievers $7,003,822First Trust Growth Strength ETF $6,790,789 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $14,768,791 Holding82889N699 - Simplify Managed Futures Strategy ETF $8,471,339 Holding82889N640 - Simplify Treasury Option Income ETF $6,722,386 Holding82889N863 - Simplify Volatility Premium ETF $6,304,330 Holding82889N632 - Simplify Enhanced Income ETF $4,102,041 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 224,586 shares (about $14.77M)Simplify Managed Futures Strategy ETF 286,194 shares (about $8.47M)Simplify Treasury Option Income ETF 272,382 shares (about $6.72M)Simplify Volatility Premium ETF 346,773 shares (about $6.30M)Simplify Enhanced Income ETF 186,966 shares (about $4.10M) Largest Sales this Quarter First Trust SMID Cap Rising Dividend Achievers ETF 74,797 shares (about $∞T)Vanguard Mega Cap Growth ETF 36,187 shares (about $11.17M)Invesco QQQ 23,726 shares (about $11.14M)Invesco S&P 500 Top 50 ETF 240,796 shares (about $11.08M)iShares Russell 3000 ETF 35,215 shares (about $10.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPom Investment Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$14,768,791$14,768,791 ▲New Holding224,58617.3%ETFCTASimplify Managed Futures Strategy ETF$8,471,339$8,471,339 ▲New Holding286,1949.9%ETFEDOWFirst Trust Dow 30 Equal Weight ETF$7,124,661$1,011,915 ▼-12.4%196,6848.3%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$7,003,822$970,298 ▼-12.2%119,6428.2%ManufacturingFTGSFirst Trust Growth Strength ETF$6,790,789$562,275 ▼-7.6%228,2627.9%ETFBUCKSimplify Treasury Option Income ETF$6,722,386$6,722,386 ▲New Holding272,3827.9%ETFSVOLSimplify Volatility Premium ETF$6,304,330$6,304,330 ▲New Holding346,7737.4%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$4,538,844$514,917 ▼-10.2%37,5335.3%ManufacturingHIGHSimplify Enhanced Income ETF$4,102,041$4,102,041 ▲New Holding186,9664.8%ETFIEFAiShares Core MSCI EAFE ETF$3,499,039$3,499,039 ▲New Holding46,2534.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,253,511$2,253,511 ▲New Holding28,0392.6%ETFSIMPLIFY EXCHANGE TRADED FUN$1,895,532$1,895,532 ▲New Holding35,4302.2%BOND BULL ETFAAPLApple$1,496,268$469,139 ▼-23.9%6,7361.7%Computer and TechnologyBILZPIMCO Ultra Short Government Active ETF$1,101,056$153,014 ▼-12.2%10,8801.3%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$966,062$100,122 ▼-9.4%38,4121.1%ETFISHARES TR$961,286$344,876 ▼-26.4%38,3901.1%LARGE CAP MAX BUNVDANVIDIA$615,707$411,302 ▲201.2%5,6810.7%Computer and TechnologyDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$568,900$55,348 ▼-8.9%18,9950.7%ETFJNJJohnson & Johnson$425,545$6,136 ▼-1.4%2,5660.5%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$380,847$43,267 ▼-10.2%3,7850.4%ETFHDHome Depot$298,689$477,169 ▼-61.5%8150.3%Retail/WholesaleIBHEiShares iBonds 2025 Term High Yield and Income ETF$290,058$31,885 ▼-9.9%12,4810.3%ETFESGVVanguard ESG US Stock ETF$233,611$233,611 ▲New Holding2,3850.3%ETFIBMInternational Business Machines$232,746$66,144 ▼-22.1%9360.3%Computer and TechnologyBRK.BBerkshire Hathaway$221,021$21,836 ▲11.0%4150.3%FinanceXLGInvesco S&P 500 Top 50 ETF$198,256$11,081,535 ▼-98.2%4,3080.2%ETFCOSTCostco Wholesale$194,8310.0%2060.2%Retail/WholesaleTUASimplify Short Term Treasury Futures Strategy ETF$189,447$79,971 ▲73.0%8,6230.2%ETFMSFTMicrosoft$174,932$930,969 ▼-84.2%4660.2%Computer and TechnologyELEVATION SERIES TRUST$143,311$19,336 ▼-11.9%5,7810.2%TRUESHARES QUARTTIDAL TR II$139,791$139,791 ▲New Holding7,0960.2%DEFIANCE LARGEVSGXVanguard ESG International Stock ETF$135,300$135,300 ▲New Holding2,2940.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$128,225$128,225 ▲New Holding1,0710.1%ETFDUKDuke Energy$126,483$110,627 ▲697.7%1,0370.1%UtilitiesLOWLowe's Companies$101,455$10,495 ▼-9.4%4350.1%Retail/WholesaleFDVVFidelity High Dividend ETF$99,200$99,200 ▲New Holding2,0000.1%ETFQQQInvesco QQQ$98,611$11,141,165 ▼-99.1%2100.1%FinanceMGKVanguard Mega Cap Growth ETF$98,116$11,165,169 ▼-99.1%3180.1%ETFFFord Motor$96,288$25,075 ▲35.2%9,6000.1%Auto/Tires/TrucksAIM ETF PRODUCTS TRUST$94,392$94,392 ▲New Holding3,3560.1%ALLIANZIM U S EQDDominion Energy$91,955$91,955 ▲New Holding1,6400.1%UtilitiesHBNCHorizon Bancorp$85,8810.0%5,6950.1%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$82,715$82,715 ▲New Holding1,6200.1%ETFMGMMGM Resorts International$80,028$47,424 ▲145.5%2,7000.1%Consumer DiscretionaryDALDelta Air Lines$79,8320.0%1,8310.1%TransportationWSFSWSFS Financial$78,1160.0%1,5060.1%FinanceWTRGEssential Utilities$72,854$72,854 ▲New Holding1,8430.1%UtilitiesAMERICAN HEALTHCARE REIT INC$62,6600.0%2,0680.1%COM SHSNVSNovartis$55,183$51,170 ▲1,275.0%4950.1%MedicalPGProcter & Gamble$53,341$42,945 ▲413.1%3130.1%Consumer StaplesMGCVanguard Mega Cap ETF$51,553$51,553 ▲New Holding2560.1%ETFVEAVanguard FTSE Developed Markets ETF$49,915$33,446 ▼-40.1%9820.1%ETFSHELShell$48,658$48,658 ▲New Holding6640.1%EnergyELEVATION SERIES TRUST$47,333$6,314 ▼-11.8%1,9040.1%TRUSHARES BULLBACBank of America$45,1940.0%1,0830.1%FinanceIWFiShares Russell 1000 Growth ETF$41,1640.0%1140.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$40,981$40,981 ▲New Holding8010.0%ETFPFEPfizer$38,162$38,162 ▲New Holding1,5060.0%MedicalCSCOCisco Systems$37,760$46,521 ▼-55.2%6120.0%Computer and TechnologyAIVLWisdomTree U.S. AI Enhanced Value Fund$37,3320.0%3400.0%FinanceNVONovo Nordisk A/S$34,3030.0%4940.0%MedicalGOOGLAlphabet$34,0210.0%2200.0%Computer and TechnologyGOOGAlphabet$33,749$62,498 ▼-64.9%2160.0%Computer and TechnologyWMTWalmart$33,272$95,427 ▼-74.1%3790.0%Retail/WholesaleGEGE Aerospace$33,025$30,223 ▲1,078.6%1650.0%IndustrialsGPNGlobal Payments$32,9010.0%3360.0%Business ServicesTEEKAY CORPORATION LTD$30,3600.0%4,6210.0%SHSMPCMarathon Petroleum$28,5550.0%1960.0%EnergyHIWHighwoods Properties$27,743$27,743 ▲New Holding9360.0%FinanceSTNGScorpio Tankers$27,5840.0%7340.0%TransportationAVEMAvantis Emerging Markets Equity ETF$25,632$25,632 ▲New Holding4260.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$24,773$24,773 ▲New Holding590.0%FinanceAMZNAmazon.com$24,544$144,220 ▼-85.5%1290.0%Retail/WholesaleEOLSEvolus$24,0600.0%2,0000.0%MedicalSILA REALTY TRUST INC$22,3300.0%8360.0%COMMON STOCKRCLRoyal Caribbean Cruises$20,544$25,269 ▼-55.2%1000.0%Consumer DiscretionaryIJKiShares S&P Mid-Cap 400 Growth ETF$20,349$8,924 ▲78.1%2440.0%ETFIWDiShares Russell 1000 Value ETF$19,9450.0%1060.0%ETFGDGeneral Dynamics$19,3530.0%710.0%AerospaceKRNYKearny Financial$18,7800.0%3,0000.0%FinanceSCHXSchwab US Large-Cap ETF$17,8850.0%8100.0%ETFMETAMeta Platforms$17,867$6,916 ▼-27.9%310.0%Computer and TechnologyORealty Income$17,287$13,052 ▲308.2%2980.0%FinanceACNAccenture$16,538$10,609 ▼-39.1%530.0%Computer and TechnologyJPMJPMorgan Chase & Co.$15,699$463,366 ▼-96.7%640.0%FinanceBNBrookfield$14,8840.0%2840.0%FinanceFIDELITY COVINGTON TRUST$14,542$14,542 ▲New Holding4640.0%ENHANCED MIDVPUVanguard Utilities ETF$13,8360.0%810.0%ETFUNHUnitedHealth Group$12,570$8,380 ▼-40.0%240.0%MedicalVVisa$11,916$22,430 ▼-65.3%340.0%Business ServicesGE VERNOVA INC$11,295$11,295 ▲New Holding370.0%COMPEPPepsiCo$11,246$8,097 ▼-41.9%750.0%Consumer StaplesTSLATesla$10,885$24,362 ▼-69.1%420.0%Auto/Tires/TrucksVCEBVanguard ESG U.S. Corporate Bond ETF$10,822$10,822 ▲New Holding1720.0%ETFTJXTJX Companies$10,4750.0%860.0%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$10,413$10,413 ▲New Holding1190.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$10,146$10,146 ▲New Holding2490.0%ETFMAMastercard$9,8660.0%180.0%Business ServicesSCHMSchwab U.S. Mid-Cap ETF$9,8250.0%3750.0%ETFDHRDanaher$9,4300.0%460.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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